NEIRG Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-428,121
Closed -$43.1M 97
2023
Q2
$43.1M Sell
428,121
-28,266
-6% -$2.84M 7.94% 1
2023
Q1
$45.9M Buy
+456,387
New +$45.9M 7.95% 1